2023-07-28T08:53:23-05:00 2022-12-31 351476702 BRADY WARE & SCHOENFELD INC 3601 RIGBY ROAD SUITE 400 DAYTON OH 45342 990 2022-01-01 311009303 CITYWIDE SMALL BUSINESS DEVELOPMENT CITY 9378532529 8 N MAIN STREET DAYTON OH 45402 ROSALIE GEHRICH CHIEF FINANCIAL OFFICER 9378532529 2023-06-22 1 ROSALIE GEHRICH 999009999 0 MARY T COLEGATE CPA P00197566 9372235247 2023-06-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROSALIE GEHRICH 8 NORTH MAIN STREET DAYTON OH 45402 106779 0 X N/A X 1981 OH CITYWIDE SMALL BUSINESS IS A CERTIFIED DEVELOPMENT COMPANY (CDC) OF THE U.S. SMALL BUSINESS ADMINISTRATION (SBA). 17 17 0 0 0 0 0 0 75504 106779 0 0 0 0 75504 106779 0 0 0 0 0 0 0 0 0 289882 210324 289882 210324 -214378 -103545 1443 825 2094 86 -651 739 CITYWIDE SMALL BUSINESS IS A CERTIFIED DEVELOPMENT COMPANY (CDC) OF THE U.S. SMALL BUSINESS ADMINISTRATION (SBA). CITYWIDE SMALL BUSINESS PROVIDES FIXED ASSET FINANCING THROUGH THE SBA 504 PROGRAM. 0 0 171728 106779 CITYWIDE SMALL BUSINESS IS A CERTIFIED DEVELOPMENT COMPANY (CDC) OF THE U.S. SMALL BUSINESS ADMINISTRATION (SBA). AS THE REGION'S OLDEST CDC, CITYWIDE SMALL BUSINESS PROVIDES FIXED ASSET FINANCING THROUGH THE SBA 504 PROGRAM. TYPICAL PROJECTS INCLUDE COMMERCIAL REAL ESTATE ACQUISITION/RENOVATION AND ACQUISITION OF NEW OR USED MACHINERY AND EQUIPMENT. 171728 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROSALIE GEHRICH 9378532529 8 N MAIN STREET DAYTON OH 45402 DAVID MELIN VICE CHAIRMAN 1.00 X X 0 0 0 ELOISE BRONER TRUSTEE 1.00 X 0 0 0 THOMAS BURKHARDT TRUSTEE 1.00 X 0 0 0 SHELLEY DICKSTEIN TRUSTEE 1.00 X 0 0 0 RICHARD HAAS TRUSTEE 1.00 X 0 0 0 DR WILLIAM E HARRIS TRUSTEE 1.00 X 0 0 0 MARK HEITKAMP TRUSTEE 1.00 X 0 0 0 SHANNON MARTIN CHAIRMAN 1.00 X X 0 0 0 TERRI BETHEL SECRETARY 1.00 X X 0 0 0 TODD KINSKEY TRUSTEE 1.00 X 0 0 0 SHANNON ISOM TRUSTEE 1.00 X 0 0 0 TODD PLEIMAN TREASURER 1.00 X X 0 0 0 JOSEPH GORDON TRUSTEE 1.00 X 0 0 0 KENA BROWN TRUSTEE 1.00 X 0 0 0 WALT HIBNER TRUSTEE 1.00 X 0 0 0 RODDELL MCCULLOUGH TRUSTEE 1.00 X 0 0 0 NIKOL MILLER TRUSTEE 1.00 X 0 0 0 BOB RUZINSKY TRUSTEE 1.00 X 0 0 0 ROBBI STIVERS TRUSTEE 1.00 X 0 0 0 ROSALIE GEHRICH CFO/ASST TREASURER 1.00 40.00 X 0 153163 18496 DANIEL KANE PRESIDENT 1.00 40.00 X 0 198646 35165 KAREN DEMASI ASSISTANT SECRETARY 1.00 40.00 X 0 133977 21257 BRIAN HEITKAMP FORMER PRESIDENT 1.00 40.00 X 0 113876 9840 0 599662 84758 0 1 1 0 0 SBA FEES 900099 106779 106779 106779 106779 106779 0 0 190081 151485 38596 6096 6096 900 900 4225 4225 350 350 326 326 4820 4820 RECORDING FEES 1803 1803 DUES AND SUBSCRIPTIONS 1718 1718 MISCELLANEOUS FEES 5 5 210324 171728 38596 0 1443 825 1443 825 94 86 2000 0 2094 86 X -651 739 -651 739 1443 825 X -103545 104935 X X 0 1 X 1 0 0 X PART X, LINE 2: ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - ACCOUNTING STANDARDS REQUIRE THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE TAX RETURNS FOR CITYWIDE SMALL BUSINESS DEVELOPMENT TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THIS STATEMENT PROVIDES THAT TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED IN THE COMBINED FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT CITYWIDE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022. 0 0 0 0 0 0 0 0 0 DANIEL KANE PRESIDENT 0 187646 0 11000 0 0 0 15892 0 19273 0 233811 0 0 ROSALIE GEHRICH CFO/ASST TREASURER 0 145163 0 8000 0 0 0 12253 0 6243 0 171659 0 0 KAREN DEMASI ASSISTANT SECRETARY 0 126477 0 7500 0 0 0 10718 0 10539 0 155234 0 0 BRIAN HEITKAMP FORMER PRESIDENT 0 94376 0 19500 0 0 0 3416 0 6424 0 123716 0 0 PART I, LINE 3 BRIAN HEITKAMP, FORMER PRESIDENT, AND DANIEL KANE THE CURRENT PRESIDENT OF CITYWIDE DEVELOPMENT CORPORATION, A RELATED ORGANIZATION DISCLOSED IN SCHEDULE R. THEIR COMPENSATION IS DISCLOSED WITHIN THIS FORM 990 BECAUSE IT IS PAID BY CITYWIDE DEVELOPMENT CORPORATION. THEY ARE NOT PAID BY THIS ORGANIZATION. THE OTHER HIGHLY COMPENSATED EMPLOYEES REPORTED IN PART VII SECTION A OF THIS TAX RETURN ARE ALSO PAID BY CITYWIDE DEVELOPMENT CORPORATION NOT BY THIS ORGANIZATION. THEIR SALARIES AND BENEFITS ARE ONLY REPORTED WITHIN THIS RETURN DUE TO THE RELATED PARTY RELATIONSHIP. COMPENSATION IS ESTABLISHED BY A COMPENSATION COMMITTE, INDEPENDENT COMPENSATION CONSULTANT AND A COMPENSATION SURVEY OR STUDY. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS DELEGATED CONTROL OVER MANAGEMENT TO A RELATED NONPROFIT ORGANIZATION - CITY WIDE DEVELOPMENT CORPORATION. THEY HANDLE ALL ADMINISTRATIVE FUNCTIONS FOR THE ENTITY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS DELEGATED CONTROL OVER MANAGEMENT TO A RELATED NONPROFIT ORGANIZATION - CITY WIDE DEVELOPMENT CORPORATION. THEY HANDLE ALL ADMINISTRATIVE FUNCTIONS FOR THE ENTITY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION CONTRACTS WITH AN ACCOUNTING FIRM TO PREPARE THE INFORMATION RETURN, WHICH IS REVIEWED BY INTERNAL MANAGEMENT. INTERNAL MANAGEMENT FORWARDS A COPY OF THE RETURN TO AN OVERSIGHT COMMITTEE THAT APPROVES THE RETURN. THE BOARD IS PROVIDED A COPY OF THE APPROVED RETURN BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE CONFLICT OF INTEREST POLICY WITH BOARD OF TRUSTEES ANNUALLY. DURING BOARD MEETINGS MEMBERS ARE ASKED IF THEY HAVE ANY CONFLICT OF INTEREST REGARDING ANY AGENDA ITEMS. IF SO, THEY DO NOT VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT PAY ANY COMPENSATION AND HAS DELEGATED CONTROL OVER MANAGEMENT TO A RELATED NONPROFIT ORGANIZATION - CITYWIDE DEVELOPMENT CORPORATION. CITYWIDE DEVELOPMENT CORPORATION PAYS ALL THE SALARIES AND WAGES. CITYWIDE DEVELOPMENT CORPORATION HAS A COMPENSATION COMMITTEE THAT REVIEWS THE EXECUTIVE SALARIES. THE COMPENSATION COMMITTEE HIRES AN OUTSIDE CONSULTANT WHICH PROVIDED A COMPENSATION SURVEY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE FORM 1024 AND FORM 990 AVAILABLE UPON REQUEST. THE PUBLIC CAN REVIEW THESE DOCUMENTS IN THE ORGANIZATION'S ADMINISTRATIVE OFFICE. FORM 990, PART XI, LINE 9: INVESTMENT IN AFFILIATE 104,935. FORM 990 PART XII LINE 2C THE ORGANIZATION HAS NOT MADE ANY CHANGES IN PROCESSES OR PROCEDURES. CITYWIDE DEVELOPMENT CORP 8 N MAIN ST DAYTON OH 45402 310821189 STRENGTHEN DAYTON THROUGH ECONOMIC COMMUNITY DEVELOPMENT OH 501(C)(4) CITYWIDE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 CITYWIDE DEVELOPMENT CORPORATION N 20519 COST CITYWIDE DEVELOPMENT CORPORATION O 169562 COST CITYWIDE DEVELOPMENT CORPORATION P 85146 COST